出品 | 头部财经作者 |钟景轩引言:一场豪赌AI泡沫的“逃亡”,还是更高明的潜伏?2025年11月以来,AI行业最引人注目的资本动向莫过于软银集团清仓全部英伟达股票。据软银财报披露,公司已售出所持约3210万股英伟达股票,总价值约58.3亿美元。这一动作叠加11月英伟达市值缩水6000亿美元、桥水基金等机构同步减持AI概念股的现象,让“AI泡沫是否来临”的讨论瞬间升温。12月1日,软银创始人...
Source Link出品 | 头部财经作者 |钟景轩引言:一场豪赌AI泡沫的“逃亡”,还是更高明的潜伏?2025年11月以来,AI行业最引人注目的资本动向莫过于软银集团清仓全部英伟达股票。据软银财报披露,公司已售出所持约3210万股英伟达股票,总价值约58.3亿美元。这一动作叠加11月英伟达市值缩水6000亿美元、桥水基金等机构同步减持AI概念股的现象,让“AI泡沫是否来临”的讨论瞬间升温。12月1日,软银创始人...
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